Seamlessly gather your client's tax information and automate manual tax resolution tasks like client data entry, looking up IRS Standards, calculating asset value, and IRS form generation.
Avoid all back and forth with the client to get tax information.
Automating manual tasks like calculating values for assets, income and expenses.
Avoid data entry and reduce errors while preparing tax documents.
Collaborate with clients and help them fill in and review their financial information.
Acquire all client data accurately and generate IRS forms in one click.
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